Who We Are
Who We Are
We are a fiduciary which means we have a legal and ethical obligation to give advice in your best interest. Our financial experts are totally focused on helping you thrive.
Our Philosophy
Healthy finances are just one part of a healthy life.
We believe it’s important to cultivate other areas, including family, career, physical wellness, personal development, social life, and spiritual health.
Your financial plan should reflect your priorities.
Whether you love to host large gatherings or grow your business impact, identifying what you care about helps you align your finances accordingly.
Our resources are a gift that we should use wisely.
When we view our resources as a gift from God, everything changes. We can let go of anxiety, dream about the future, and proactively steward what we’ve been given.
Biblical principles provide solid financial guidance.
Our approach is centered around Biblical principles. The Bible doesn’t promise financial wealth, but it does provide wisdom for fruitful living.
Our Team
Bryan Cast CEPA®
Founder & Principal
MORE ABOUT BRYAN
Bryan helps individuals and business owners plan and invest for the future. He is a Certified Exit Planning Advisor (CEPA®) and Dave Ramsey Certified Financial Coach.
Right out of high school, Bryan served in the Marine Corps Reserve for eight years. During this time, he studied agricultural business and worked on the family farm. As he read about business and personal finance, Bryan discovered his real passion. He worked for two financial advisors and soon realized he had a different philosophy. Bryan decided he wanted no conflict of interest and decided to be a fee-only advisor. This means he never has and never will receive commissions.
Bryan married Danielle in 2016. They live in Anthem, AZ, and love to spend time outdoors as a family. On the weekends, Bryan enjoys ATV riding, hiking, and spending time on the lake.
Danielle Cast
Chief Financial Officer
MORE ABOUT DANIELLE
Danielle manages tax and accounting services for clients.
Starting out, Danielle pursued a career in banking. One day she discovered a tax book that Bryan had left out. Danielle devoured this resource, dove into more training, and quickly became well-versed in taxes and accounting. Always passionate about helping others, Danielle loves how her job combines analytical and people skills.
Danielle is Bryan’s better half. She enjoys hiking, volleyball, pickleball, and scuba diving. Quality time with family and friends is a key priority in her life.
Riley Mayo EA
Accountant
MORE ABOUT RILEY
Riley is a member of the tax and accounting team.
In 2022, Riley earned a Bachelor’s of Science in Accounting and is excited to put his education into practice with Cast Financial. Prior to graduation, Riley worked with small businesses at the National Bank of Arizona. He discovered he loved helping business owners with the financial side of their business. Riley has always been fascinated by how better bookkeeping and tax planning can contribute to client success. He’s passionate about making improvements that affect the bottom line.
Riley grew up in Surprise, AZ. It was there that he met his high school sweetheart, got married, and started a family. Riley loves spending time with his wife, Emma, and newborn daughter, Rory. In his free time, you’ll find him playing pickleball and board games with his friends and family.
Barrett Cast
Chief Adventure Officer
MORE ABOUT BARRETT
Barret keeps his parents on their toes. He loves the outdoors and constantly encourages his parents to adventure outside of their comfort zone.
Reagan Cast
Chief Priorities Officer
MORE ABOUT REAGAN
What’s your vision?
Let’s work together to make it happen.